AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,086
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$19.5M
3
+$15.3M
4
PNW icon
Pinnacle West Capital
PNW
+$14.2M
5
CVX icon
Chevron
CVX
+$13.1M

Top Sells

1
+$105M
2
+$18.7M
3
+$16.5M
4
SNY icon
Sanofi
SNY
+$10.2M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$9.5M

Sector Composition

1 Financials 17.21%
2 Healthcare 14.86%
3 Technology 14.22%
4 Consumer Staples 8.95%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$61K ﹤0.01%
6,873
-2,538
1952
$61K ﹤0.01%
23,905
+11,661
1953
$59K ﹤0.01%
3,962
+782
1954
$59K ﹤0.01%
21,926
-25,882
1955
$54K ﹤0.01%
600
-289
1956
$50K ﹤0.01%
+10,481
1957
$49K ﹤0.01%
15,305
1958
$48K ﹤0.01%
24,492
-163
1959
$47K ﹤0.01%
29,983
-1,947
1960
$46K ﹤0.01%
10,549
-2,407
1961
$45K ﹤0.01%
19,378
+8,915
1962
$44K ﹤0.01%
11,339
-12,377
1963
$43K ﹤0.01%
951
-170
1964
$39K ﹤0.01%
11,836
-2,959
1965
$39K ﹤0.01%
50,649
+14,861
1966
$37K ﹤0.01%
14,876
+631
1967
$34K ﹤0.01%
+4,626
1968
$30K ﹤0.01%
1,418
+341
1969
$25K ﹤0.01%
26,689
-20,864
1970
$21K ﹤0.01%
2,585
-253
1971
$20K ﹤0.01%
1,280
-1,300
1972
$17K ﹤0.01%
26,625
1973
$13K ﹤0.01%
16,025
-129,824
1974
$13K ﹤0.01%
+12,400
1975
$12K ﹤0.01%
3,237
77 78
79
80 81